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Create a Global Merge File

If you are using your own merge file generated from another source skip to the next section.

  • In The Raiser’s Edge go to plug-ins and select The Mergician.
  • You are first shown the main merge screen. If this is the first time you are running The Mergician and you do not have a merge file from another source, then you will need to create a merge file.

  • Click on the “Create a Merge File” link.


  • Select the where you want to save the created merge file.
  • Select the “deduplicate method”

There are three methods:

i) Use the built in Raiser’s Edge duplicate settings
ii) Use the simple dedupe by email address
iii) Use IDLookup criteria sets to create a complex set of dedupe criteria.